Complementary CCH Tagetik Health Check
Are you struggling with complex manual workarounds in your current system?
Is system performance impacting your team’s efficiency?
Do your users lack essential self-service capabilities?
Are you looking to leverage CCH Tagetik for new reporting requirements?
Is your system slow?
Did you know that the Finance Users can create custom reports in CCH Tagetik?
If you answered “yes” to any of the following questions, then a CCH Tagetik System Review is the perfect solution for you.
Reduce cost of ownership, increase ROI, improve performance, expand the boundaries of usage of CCH Tagetik and transform end user functionality through optimizing CCH Tagetik.
Reduced Cost of Ownership
Eliminate complex rules and manual workarounds, streamlining workflows and reducing effort.
Leverage automation to minimize data integration tasks and free up resources.
Enhanced Performance
Experience significant improvements in system responsiveness and processing times.
Optimize data management for faster reporting and analysis.
Transforming User Functionality
Empower end users with self-service capabilities like drill-back to source systems.
Access insightful dashboards directly within CCH Tagetik for comprehensive data visualization.
Our CCH Tagetik application health check is a quick and efficient method for evaluating the effectiveness of your current system. This health check will generate a concise report highlighting your current strengths and weaknesses, along with tangible improvements you can implement and their associated business benefits.
Our focus is on reducing your total cost of ownership (TCO), improving system performance, enhancing user ease and satisfaction, and ultimately driving wider adoption.
The health check will cover four key dimensions crucial for achieving a high-value, sustainable, and resilient application:
User Review
Governance Review
High-level EPM Process Review
Technology Review
Analyze user feedback to identify common issues and correlate them to Technology assessment to identify further focus areas
Identify risks in your governance and support model and recommend appropriate approach
Aims to switch Finance resources to high value add through manual activity reduction in close and planning cycles
Structures improvement recommendations, articulate benefits and suggest priorities, dependencies and effort needed to make these happen
Typically conducted over 1-2 days – we will work with your System Administrators, Business Users and Key Stakeholders to review your CCH Tagetik environment establish pain points, opportunities and make recommendations to enhance your user experience.
Preparation
Eliminate complex rules and manual workarounds, streamlining workflows and reducing effort.
Understand
Scope of current implementations and the strategic positioning of the EPM product
Identify
Potential enhancements (high level – functional or process)
Document
Potential risks or issues with the current implementation
Identify
Opportunities for improvement and gaps in best practise
Categorise
Enhancements into strategic and tactical changes.
Business Management
Identify current data and business processes
Business Users
Understand day to day usage and any existing pain points
Systems Architect
Establish the position of the EPM product in overall system landscape
System Administrators
Define day to day administration tasks and any existing pain points.
Report
Submit health check conclusions document compiling risks, issues and enhancement opportunities all categorised by impact and effort
Discuss
Final meeting with management to review and discuss outcome.
User Review
Analyze user feedback to identify common issues and correlate them to Technology assessment to identify further focus areas
Governance Review
Identify risks in your governance and support model and recommend appropriate approach
High-level EPM Process Review
Aims to switch Finance resources to high value add through manual activity reduction in close and planning cycles
Technology Review
Structures improvement recommendations, articulate benefits and suggest priorities, dependencies and effort needed to make these happen
Typically conducted over 1-2 days – we will work with your System Administrators, Business Users and Key Stakeholders to review your Oracle EPM environment establish pain points, opportunities and make recommendations to enhance your user experience.
Preparation
Eliminate complex rules and manual workarounds, streamlining workflows and reducing effort.
Understand
Scope of current implementations and the strategic positioning of the EPM product
Identify
potential enhancements (high level – functional or process)
Document
potential risks or issues with the current implementation
Identify
opportunities for improvement and gaps in best practise
Categorise
enhancements into strategic and tactical changes.
Business Management
Identify current data and business processes
Business Users
Understand day to day usage and any existing pain points
Systems Architect
Establish the position of the EPM product in overall system landscape
System Administrators
Define day to day administration tasks and any existing pain points.
Report
Submit health check conclusions document compiling risks, issues and enhancement opportunities all categorised by impact and effort
Discuss
Final meeting with management to review and discuss outcome.
SAM Corporate has experience with global organizations with similar requirements to your. We have demonstrated capabilities to run complex, multi-project implementations successfully and support additional work beyond the initial projects
As a CCH Tagetik Platinum Partner, we feel our broad technical, domain experience and highly competitive rates make us a compelling option when benchmarked against our peer group.
With a history spanning 9+ years, our company has consistently demonstrated its expertise and proficiency in implementing Tagetik EPM solutions
Having collaborated with enterprises of diverse sizes and complexities, we have tailored Tagetik EPM solutions to meet the unique needs and challenges of 700+ companies
Replacing legacy reporting and planning tools with Tagetik including automation of master data
Through our meticulous project management and deep technical acumen, we have consistently delivered Tagetik EPM implementations on time and within budget, ensuring maximum ROI for our clients
Developed a global blueprint / design and partnered to implement the full suite across Planning, Consolidation and Reporting
From initial design to post-implementation support, our commitment to excellence in Tagetik EPM projects is reflected in our track record of delivering solutions that drive sustained business growth and success
Implemented robust consolidation & planning strategies, ensuring organizations have a clear view of their financial performance across various entities and subsidiaries
With a deep understanding of regulatory frameworks like IFRS 16 and IFRS 17, our team excels in guiding organizations through seamless transitions, ensuring compliance and accuracy in financial reporting
If you’re ready to take your business to the next level and achieve your financial objectives, contact us today to schedule a consultation.
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